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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,067 | $157,304-31.9% | $141,197-24.2% | $152,909-30.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.88% | 64.34%-41.5pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,020 | $7,111-15.3% | $6,710-10.3% | $5,851+2.9% |
| Admin fee / account holder | $686 | $12,126-94.3% | $10,265-93.3% | $11,601-94.1% |